Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY REAL ESTATE ADVISOR Service code 28 · EIN 20-0109235 | Investment Management | $1,480,087 |
PZENA INVESTMENT MANAGEMENT3+ years Service code 28 · EIN 13-3860154 | Investment Management | $1,307,152 |
Filed as: MAWER INVESTMENT MANAGEMENT LTD Service code 28 · EIN 26-3761443 | Investment Management | $1,268,042 |
COLUMBUS CIRCLE INVESTORS3+ years Service code 28 · EIN 06-1404803 | Investment Management | $873,446 |
SHENKMAN CAPITAL MANAGEMENT3+ years Service code 28 · EIN 13-3280361 | Investment Management | $531,769 |
Filed as: CONDUENT HR SOLUTIONS Service code 15 · EIN 81-2983623 | Recordkeeping | $500,261 |
Filed as: PRUDENTIAL INVESTMENTS Service code 13 · EIN 22-1211670 | Contract Administrator | $348,119 |
NUVEEN3+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 28 · EIN 47-0875103 | Investment Management | $347,811 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $233,268 |
Filed as: JP MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $225,707 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 15.20% | 16.32%-1.1pp | 10.53%+4.7pp | 16.32%-1.1pp |
| Employer contribution / active EE | $0 | $12,766-100.0% | $29,360-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $54-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |